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NEOS: Outlook Add-in should have function to link Calendar items to cases

Since the Needles calendar is often hit-or-miss on whether it pulls in the user's Outlook, the Outlook Add-in should have the ability to link events directly to cases so the user can edit them directly in the Case Calendar tab.
Guest about 2 years ago in General 0 Shipped

User would like to have the calendar time for events start at 8am instead of 12am-12pm by default

Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down
Guest about 2 years ago in General 0 Shipped

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.
Guest about 2 years ago in General 1 Shipped

NEOS - Name at top left of case

Name at top left of case when opened to stay as the primary on the case's name rather than changing. This just causes confusion as to who's case you are in at any given time.
Guest about 2 years ago in General 0 Shipped

NEOS - Show Party Role

Search should show the parties role in a case in the boxes that appear to list the cases that a party is affiliated with after you select a party.
Guest about 2 years ago in General 1 Shipped

Document Generator should have drop downs

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...
Guest about 2 years ago in General 0 Shipped

SaaS - Make Synopsis Tab Larger

Request to make the synopsis tab larger
Guest about 2 years ago in General 0 Shipped

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.
Guest about 2 years ago in General 0 Shipped

NEOS - Print Needles Today Checklist

It would be nice to be able to print your checklist in the current view from the Needles Today checklist.
Guest about 2 years ago in General 2 Shipped

Document Setup vs PDF Setup Icons

In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...
Guest about 2 years ago in General 0 Shipped